""Using the S&P 500 Index as a proxy for the global equity markets, we estimate that a 100-point change in the value of the S&P 500 Index, sustained for one year, would impact... fully diluted earnings per common share by $0.03 to $0.05" — BK 2011-2014 Annual Reports"
Callouts & quotes from 10,384+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"CPI Italy 130 SPV’s “exclusive purpose is to carry out one or more credit securitization operations… including disbursement of loans, converting receivables into shares, and other security and equity instruments.” — CPI Italy 130 SPV Financial Statements 2021, Pg. 5"
"We have identified each of the six geographic regions... as separate components and have determined that these components have similar economic characteristics and therefore should be aggregated into one reporting unit. — 2018 10-K Goodwill and Intangible Discussion"
"To support defendants' claims that Amdocs' business was flourishing during the Class Period, defendants repeatedly told investors that they were increasing their workforce to support the Company's growing business. — Kerry Chambers, et al. vs. Amdocs Limited, et al."
"management promised the transactions would be accretive, provide synergies that could be reinvested back in the brands and allow PepsiCo to “take to a whole new level our ‘Power of One’ program of bundled food and beverage offerings” — PepsiCo press release, 4/20/09"
"「ACTIS A300の発表は、インテルとASMLが行った高開口数の極端紫外線装置の発表に合わせてニュースリリースを出したにすぎない」「レーザーテックからACTIS A300は、実際には1台も出荷されたと聞いていません。実態のある製品であるかすらわかりません。ACTIS A300の発表はただインテルとASMLが行った高開口数の極端紫外線装置の発表に合わせてニュースリリースを出したにすぎないのではないか、と思っています」 — グローバルファウンドリーズの幹部として長年の経験を持ち、レーザーテックとマスク検査全般に関わっている人物"
"[O]ur continued focus on international crude-oil-related developments and unconventional oil from shale reservoirs enabled Core’s earnings per share growth to outpace almost all energy-related entities and industrial companies. — Core Laboratories 2011 Annual Report"
"DLO's prospectus claims its "direct connections with merchants serve as a strong competitive advantage and barrier to entry for competing providers, and makes incremental volume that flows through [its] platform highly margin accretive." — DLO F-1, May 5, 2021, p.82"
"…based on the current [audit] schedule, the fully integrated schedule that all the parties that are associated with the process are working from, we're planning on – we're currently planning on meeting the statutory deadline for the 20F which is April 30. — Mr. Khan"
""In the third and fourth quarters of 2014, the Board of Directors began discussions about augmenting the Board of Directors with new members and began the process of determining the qualifications and skills desired for such new members." — ROVI 2015 proxy statement"
"Israel's Delek Mulls London Listing for Major Gas Holdings — Bloomberg, March 2019; Israel's Delek Drilling files for London Stock Exchange spin-off — Reuters, November 2020; Israel's Delek Drilling aims for London listing of restructured company — Reuters, May 2021"
""This is the fourth straight year that management is counting on a much stronger second half of the year. The company has failed to meet its guidance in the three prior years, so we don't have significant confidence in this guidance" — William Blair (August 3, 2015)"
"Colonial Bancgroup Inc and its trustee filed a lawsuit against former auditors PricewaterhouseCoopers LLC and Crowe Horwath LLP, charging them with accounting malpractice and professional negligence for not catching a fraud that led to the bank's collapse. — Reuters"
"“With certain docs, it’s a habitual thing where they’re like, ‘I need someone to help me now,’ and it’s not for a second. It’s not for five minutes. It’s for an hour....they don’t have the skills. But I can’t officially say that.” — Former TransMedics OCS specialist"
"we see Dr Miller and we have ZERO plans on giving our 10 year old son this medication for many reasons...the side effects are very concerning to us...we might consider it but only at a point of desperation when we have exhausted other options. — Anonymous member 654"
"“they lied” — Former KLA executive in a leadership role in their EUV mask inspection group; “it would be stupid to buy many more of those because I would do everything I can to avoid it.” — Former KLA executive in a leadership role in their EUV mask inspection group"
"Dadi told us that its annual revenue is less than $1.5 million (RMB 10 million). Lucky told us that the most revenue it ever generated in its history is $1.3 million. Yet ONP claims that in 2008, each respectively purchased paper worth $2.7 million and $2.2 million."
"So all of that to say it's a pretty solid consumer business and it'll continue to grow until some stablecoin displaces them at some point. But I don't think it's right now, probably like three, four years from now and they're very cognizant of it. — Former Employee"
"The U.S. Attorney's office later reached a settlement with Optimal, which "agreed to forfeit approximately $19.2 million in criminal proceeds derived from processing payments for illegal Internet gambling for its Firepay electronic wallet." — U.S. Attorney's Office"
""Eurofins commissions statutory audits covering nearly 100% of its external sales, EBITDA and total assets, even when this is not required by local regulation. These are performed mostly by Tier 1 and Tier 2 audit firms" — Eurofins Scientific Press Release 6-25-24."
"We are very sorry for the losses of our shareholders. However, the losses were caused by Muddy Waters' false allegations and the induced panic among investors. We have already filed a lawsuit in Beijing against Muddy Waters and the author of the report. — NQ Yu Lin"
""it was totally made up"; "doesn’t exist"; "trying to cover up that it’s not there."; "unprecedented amount of pushback"; "outlandish claims"; "are so far removed from reality,"; "essentially every scientist"; "flipping out." — Anonymous ex-executives and employees"
"“The key role of a board member is to appoint management, to set, together with management, a clear strategy with defined goals and metrics, and to hold management accountable for effecting that strategy. The oversight role of the board is critical.” — Rodney Chase"
""And let me just talk briefly about the future of our rolling business too. And it comes down to some pretty simple phrases. Number one, fill the mill and drive capacity. It's about getting that mill filled." — Roy Harvey, CEO of Alcoa Corporation, January 24, 2017"
"“It’s a method that was developed 70 years ago to link DNA bases together and from an oligo. So, it’s not proprietary, and virtually all of the oligo companies that are out there use this chemistry.” — Major Twist customer, one of largest genomics centers in Europe"
"Back then, when Allied COO Joan Sweeney said that my “plan was to scare the little old ladies,” it actually bothered me. When Holman Jenkins at The Wall Street Journal equated my presentation to a “mugging” – a violent crime – I was incensed because it wasn’t fair."
"Purchase commitments include obligations made by us and our subsidiaries to various suppliers for raw materials used in the production of our products. These obligations vary in terms but are generally satisfied within one year. — Monster Beverage Corp. SEC Filings"
"In explaining her friend's feelings the girlfriend used one word to describe me, "cocky." It's not that I've never heard this before. Over the years I've been called pretty much everyone of the thesaurus' alternatives for arrogant. — Bryce Maddock, BryceMaddock.com"
""You know, it’s really amazing. I step out of the Ferrari, the Bentley, or whatever, and people go – ‘what does that guy do for a living? – and I go, ‘I’m an Herbalife independent distributor,’ and people are absolutely amazed" — Doran Andry, Chairman’s Club Member"
"This Sn-based plasma emits Sn ion and neutral debris, which can damage the collector optic in three ways: sputtering, implantation, and deposition. The first two damage processes are irreversible and are caused by the high energies (1-10 keV) of the ion debris [8]."
"“Nagamori decries what he sees as a lack of ambition in Japan. Too many young people are content with only “small happiness,” like going home to their children in the evening rather than working late to become their company’s next president, he says.” — Nikkei Asia"
"Advertising costs are up due to a combination of an increase in our advertising campaigns in reaction to the late arrival of spring, combined with the impact of a change in our quarterly process for estimating and accruing advertising expenses. — Rollins Management"
"But at the end of the day, I think it's quite immaterial whether it was Topic 605 and now Topic 606 [ASU No. 2014-09], and actually we believe that had we stayed under the Topic 605 revenue guidelines, our results will be quite similar. — VRNT Q2 FY19 Earnings Call"
"「そもそも極端紫外線マスク検査の責任者は、レーザーテック製の装置の導入を勧めた人間のひとりでした。1台につき5000万ドルという高額の装置だから、大金の投資でした。こうした装置がきちんと動いていなかったことが、彼にとって大きなストレスになった。それが会議への出席禁止につながったわけです。彼としては稼働率を85%〜90%に近づけたいと思っていましたが、現実は60%〜65%に留まっていることに納得できなかったのです。彼は稼働率を向上させるようにプレッシャーをかけましたが、限界がありました」 — 元フィールド・サービス・エンジニア"
"“Now that they’re using their own planes, these are the invoices that we’re getting...that was recent, in the last few months”; “it was messaged to me...that we didn’t have a choice...they’re just telling us what it’s going to cost.” — UCSF transplant administrator"
"Six participants experienced serious AEs in the study, all occurring in the DCCR group, which in only one participant was considered drug related (peripheral and pulmonary edema in the setting of an unrelated concurrent pneumonia). — Phase 3 paper safety discussion"
"in CYP2D6 poor metabolizers, the Cmax of pitolisant is 153 (151 to 157) ng/mL — a range so tight that it strains credibility, leading us to wonder if Bioprojet simply chose the plasma levels they wanted and phenotyped those patients in hindsight. — Scorpion Capital"
"But at the end of the day, I think it's quite immaterial whether it was Topic 605 and now Topic 606 [ASU No. 2014-09], and actually we believe that had we stayed under the Topic 605 revenue guidelines, our results will be quite similar. — VRNT Q2 FY19 Earnings Call"
"this was our experience too! Massive fluid overload cause fluid around my sons heart and lungs. Weve been working a month now to get the fluid off with lasix and pt. — A third parent's post in the largest Facebook group dedicated to VYKAT XR discussion, last Friday"
"“All they do is services...” — Former Employee. “They don't need Innodata to help them with AI. They're trillion-dollar market cap companies and they really have to come to Innodata for their AI expertise? It doesn't- you know-it doesn't add up.” — Former Employee."
""They were a victim of their own success. They kind of milked almost everything they could out of the key niche... I would never bring up to a retailer that we work with gambling companies. They don't like it. You have to separate the two." — Former Nuvei Employee"
"In light of corporate performance for the quarter ended January 31, 2019, the Compensation Committee exercised its discretion to adjust the payouts for our named executive officers down to approximately 70% of their bonus targets. — Box FY2019 Executive Bonus Plan"
"In light of corporate performance for the quarter ended January 31, 2019, the Compensation Committee exercised its discretion to adjust the payouts for our named executive officers down to approximately 70% of their bonus targets. — Box FY2019 Executive Bonus Plan"
"Notably, our review of 3rd party app analytics data on Bigo’s overseas revenues showed the gifting activity was heavily skewed to a limited number of geographies, with approximately three quarters of its revenue associated with the top ten countries. — Footnote 52"
"“T]here’s really no big difference. We could switch anytime if needed” — Abbvie customer. “sometimes we buy from Twist, and sometimes we use some other people like Genscript” — Academic lab. “we cannot say we are truly differentiated” — Asian competitor executive."
"“I work in the insurance industry because, as a balance-sheet guy, there’s a lot of junk you can play with… The fun you can engineer into an insurance company’s balance sheet is a lot more fun than some others.” — Dominic Frederico, 2001 (then Chairman of ACE INA)"
"A company which used to be great went sour over the years — Former Employee, Senior Java Developer. Sinking Ship — Current Employee. Loosing its penache — Current Employee. Poor experience — Current Employee, Software Developer. Do not recommend — Former Employee."
"We don't need the number of facilities we have out there ... we need to have fewer facilities. And instead of replacing a blender at five to ten places, let's just put it in one place and just replace it one time — Agrium Retail President, Agrium 2012 Investor Day"
""Our laboratory business represents approximately 50% of our sales. These are mostly everyday personal instruments sold at price points often less than $10,000 directly to chemists, scientists and technicians in R&D and quality labs." — CFO JPM Conference Jan 2019"
"“We believe that from here onwards, it will not be like in the past, whereby the prices went steadily down. Now, naturally, there is the change in the product mix and also the customers will not be reducing the prices of the hard disks that easily.” — Mr. Nagamori"
"According to BP's Code of Ethics, BP's Officers “owe a duty to the Company to act with integrity (…). Integrity requires, among other things, being honest and candid (…). Deceit and subordination of principle are inconsistent with integrity.” — BP's Code of Ethics"
"“We believe sustained, long-term success in the HCM market requires great technology, deep domain expertise and world-class services. To win in today’s HCM market, you have to have it all…” — Carlos Rodriguez, President & CEO, Investor Day Presentation, March 2015"
"The founders will be staying and growing that business with us, and we're just super excited to work with them....So we have board-certified pathologists on the Lacuna team, and they're really the heart and soul of the business. — JPMorgan Conference, January 2021"
"“I’m on our medical policy committee, which makes coverage determinations for devices and procedures. And I’m a clinical advisor on [redacted] for devising formulary coverage decisions, PA criteria, step edits, etc.” — Medical director at Blue Shield of California"
"“any kind of score like that...possible to manipulate it”; “skewed if they have overexaggerated” baselines scores; “I don’t think the HQ-CT score is very good”; “perception of hyperphagia is a tricky one to quantify” — Trial investigator, pediatric endocrinologist"
"this company calls me everyday non stop consistently. I have asked them to put me on the DO NOT CALL list. The person on the phone told me that they will call me until they get tired. So ONVOY i am seeking legal action at this point of being consistently harassed."
"“KLA kept talking like it’s very soon, just in a year...I think it’s pretty soon...in a year or so...KLA is working hard to develop those....” — Longtime Samsung executive in leadership role in EUV; worked closely with Lasertec; decision-maker for inspection tools"
"Decreased residential customer water and natural gas usage as a result of conservation efforts, and the impact of more efficient appliances and furnaces, may harm demand for our utility services and may reduce our revenues and earnings. — Essential Utilities 10-K"
"“And this goes back to the linkage of our focus on technology and innovation... Ed's job and our 5,500 sales force's job is much easier when they have great products than when they don't. It's that simple.” — Carlos Rodriguez, ADP 2015 Analyst Day (March 3, 2015)"
"The final step in the Zio Services is the delivery of an electronic Zio report to the prescribing physician with a summary of preliminary findings. Our Zio Monitor services are generally billable when the Zio report is issued to the physician. — iRhythm 2024 10-K"